Tax Optimizer

Instructions

Use the Tax Optimizer page to change the default tax lot-matching method for your account. To do so, follow the steps below.

1. Click Performance & Reports > Tax Documents.

   • Alternatively, click Menu in the top left corner > Reporting > Tax Documents.

2. In the Tax Optimizer panel, select the drop-down menu to change the default Account Match Method.

   

3. Press Save Changes.

Note: If you log out of Portal while the Tax Optimizer is open, you will not be able to save your changes.

 

Additional Resources

• Learn About Reporting in Broker Portal at IBKR Campus

• Visit the IBKR Broker Portal Website

• View the Tax Reporting IBKR Page

• View the Tax Optimizer User Guide

• Log in to the Tax Optimizer